+728.4%
A vs IOVA
-92.2%
+820.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +3.1% |
| 7D | +4.8% | +1.9% | +2.9% | +4.7% |
| 30D | +5.6% | -44.1% | +49.8% | +6.8% |
| 3M | +23.6% | +28.9% | -5.3% | +22.5% |
| 6M | +56.4% | +125.7% | -69.3% | +52.5% |
| YTD | +33.4% | +199.3% | -165.9% | +28.8% |
| 1Y | +23.7% | +255.2% | -231.5% | +18.9% |
| 3Y | +71.0% | +106.8% | -35.8% | +63.7% |
| 5Y | +16.8% | -67.1% | +83.9% | +13.9% |
| 10Y | +323.8% | +16.7% | +307.1% | +305.3% |
| All | +728.4% | -92.2% | +820.6% | +693.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling